Foundations Investment Advisors’s First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
26,403
-75
| -0.3% | -$3.29K | 0.02% | 399 |
|
|
2025
Q1 | $1.16M | Sell |
26,478
-11,710
| -31% | -$513K | 0.02% | 375 |
|
|
2024
Q4 | $1.64M | Sell |
38,188
-16,370
| -30% | -$703K | 0.03% | 320 |
|
|
2024
Q3 | $2.47M | Buy |
54,558
+7,098
| +15% | +$321K | 0.05% | 242 |
|
|
2024
Q2 | $2.04M | Sell |
47,460
-3,170
| -6% | -$136K | 0.05% | 232 |
|
|
2024
Q1 | $2.21M | Sell |
50,630
-12,048
| -19% | -$525K | 0.06% | 223 |
|
|
2023
Q4 | $2.8M | Buy |
62,678
+13,781
| +28% | +$615K | 0.08% | 193 |
|
|
2023
Q3 | $2.06M | Sell |
48,897
-37,598
| -43% | -$1.58M | 0.06% | 215 |
|
|
2023
Q2 | $3.82M | Buy |
86,495
+79,763
| +1,185% | +$3.52M | 0.13% | 119 |
|
|
2023
Q1 | $303K | Buy |
6,732
+692
| +11% | +$31.2K | 0.01% | 398 |
|
|
2022
Q4 | $265K | Buy |
6,040
+424
| +8% | +$18.6K | 0.01% | 363 |
|
|
2022
Q3 | $245K | Sell |
5,616
-1,220
| -18% | -$53.2K | 0.01% | 348 |
|
|
2022
Q2 | $318K | Buy |
+6,836
| New | +$318K | 0.01% | 295 |
|